Client Service Associate
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, handling account inquiries, money movements, and client onboarding.
Role type
Client Service Associate (Administrative Support)
Builds
Client relationships and advisor productivity
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, money movement transactions, account documentation, digital tool enrollment, calendar management, travel logistics, expense reporting, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Preferred skills
Industry experience, Series 7/66/63/65 licenses
Responsibilities
Execute money movement transactions, answer general non-investment account questions, enter profile information, educate clients on digital tools, manage calendars and travel itineraries, prepare expense reports, support marketing strategy
Seniority
Entry-level